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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $873,196 | $150,447+480.4% | $136,298+540.6% | $147,586+491.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.11% | 1049.15%-1048.0pp | 5156.27%-5155.2pp | 578.59%-577.5pp |
| Employer contribution / active EE | $42,740 | $5,256+713.1% | $4,696+810.2% | $4,876+776.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $136,879 | $10,906+1155.1% | $9,244+1380.7% | $10,886+1157.4% |